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Financial Dashboard

Last updated: November 30, 2025

Current Balance

$2679.04

Month-over-month
Reconcile
Monthly Income

$10,765.69

Fixed: $7,515.69 | Additional: $3,250.00
Manage
Monthly Expenses

$803.99

Total Bills: $603.99 | Total Budgeted: $200.00
Bills Paid: $0.00 | Other Expenses: $1,450.92
Details
Available to Spend

$2,075.05

Current Balance - Unpaid Bills
Cash available after bill obligations
Details
AI Insights

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Analyze Your Finances
Available Analysis Types:
  • Category Analysis
  • Subscription Optimization
  • Financial Health Assessment
  • Savings Opportunities
  • Income Optimization
Payment Timeline

1

days
Until Next Payday
Salary - $3250.0
Upcoming Payment Schedule
November 2025 - December 2025
Status Bill Due Date Amount
Mortgage Payment Nov 11 $500.0
HELOC Dec 06 $500.0
Upcoming Due Now Before Payday
View All Bills
Upcoming Reminders
Title Due Date Amount Category Actions
Carla's Dentist Appoinment Nov 25 Overdue - Personal Care
John's License Plates Nov 26 Overdue $132.0 License Plates
View All Reminders Add Reminder
Budget Progress
Dining $46.77 / $200.0
23%
Trend: ↓ 5% from last month $153.23 remaining
Entertainment $28.0 / $150.0
19%
Trend: ↑ 6% from last month $122.0 remaining
Groceries $352.82 / $600.0
59%
Trend: ═ Same as last month $247.18 remaining
Personal Care $150.69 / $200.0
75%
Trend: ↑ 12% from last month $49.31 remaining
Shopping $124.22 / $250.0
50%
Trend: ↓ 25% from last month $125.78 remaining
Transportation $120.57 / $300.0
40%
Trend: ═ Same as last month $179.43 remaining
Utilities $279.36 / $350.0
80%
Trend: ↓ 35% from last month $70.64 remaining
Total Budget $200.00
Spent $1,450.92
Remaining $947.57
Manage Budgets
Spending Analysis
Top Categories
Groceries $352.82
24%
Utilities $279.36
19%
Personal Care $150.69
10%
Electric $145.67
10%
Shopping $124.22
9%
Discretionary vs. Fixed
Month-over-Month
Recent Transactions
Date Description Category Amount
Nov 22 Edison Light Co.
#LightBill
Utilities -$279.36
Nov 22 Nails And Pedicure
#Nails #Pedi
Personal Care -$150.69
Nov 17 Smiths
#Expense
Groceries -$25.56
Nov 10 Whole Foods Market Groceries -$87.34
Nov 10 Paycheck Deposit Income +$3250.0
View All Transactions